Personal Banker

BMO

Ottawa, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
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Financial solutions advice
Customer needs assessment
Proactive customer engagement
** BMO is seeking a Personal Banker in Ottawa, Canada, to provide exceptional customer service and financial guidance to clients. The role involves engaging with customers, assessing their financial needs, and recommending tailored banking solutions while collaborating with branch teams. **

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing tailored financial solutions.
  • Engages customers to grow BMO’s business by building new relationships and offering advice on digital and self-serve options.
  • Keeps current with the financial services marketplace and upholds ethical requirements while safeguarding customer assets.

Matching Summary

Match Score: 75

** BMO is seeking a Personal Banker in Ottawa, Canada, to provide exceptional customer service and financial guidance to clients. The role involves engaging with customers, assessing their financial needs, and recommending tailored banking solutions while collaborating with branch teams. **

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial solutions advice
  • Customer needs assessment
  • Proactive customer engagement
  • Risk management framework application

Nice-to-have

  • Digital channel promotion
  • Community relationship building
  • Creative customer experience

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Investment product registration
  • Appropriate lending qualifications
  • Working knowledge of personal and small business needs
  • Experience in financial services is an asset
  • Confident use of social media and online tools

Work Rights

Not specified

Tailored Resume

Cover Letter